ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 469 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $690,022 | -25.7% | 1,456 | -20.4% | 0.07% | -24.2% |
Q2 2023 | $928,193 | +11.9% | 1,829 | -1.9% | 0.09% | +4.6% |
Q1 2023 | $829,195 | +66.2% | 1,864 | +30.1% | 0.09% | +55.4% |
Q4 2022 | $498,863 | +81.4% | 1,433 | +66.4% | 0.06% | +40.0% |
Q3 2022 | $275,000 | -8.6% | 861 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $301,000 | -17.8% | 861 | +11.2% | 0.04% | -9.1% |
Q1 2022 | $366,000 | – | 774 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SURIENCE PRIVATE WEALTH LLC | 33,683 | $18,267,000 | 14.89% |
Legend Financial Advisors, Inc. | 35,124 | $19,048,000 | 13.29% |
Howard Capital Management Inc. | 107,221 | $73,636,000 | 9.09% |
Portfolio Strategies, Inc. | 66,504 | $36,068,000 | 6.73% |
Braun-Bostich & Associates Inc. | 51,736 | $26,022,000 | 6.20% |
Chicago Wealth Management, Inc. | 16,563 | $8,983,000 | 6.02% |
FIRST NATIONAL CORP /MA/ /ADV | 49,198 | $26,681,000 | 5.97% |
American Planning Services, Inc. | 11,611 | $6,297,000 | 5.57% |
AFFINITY WEALTH MANAGEMENT LLC | 51,736 | $26,022,000 | 5.37% |
Vienna Asset Management LLC | 10,861 | $5,890,000 | 5.35% |